$MDLZ Mondelez Tape Reports
Per Ticker.id: $MDLZ Mondelez Tape Reports — 2 podcast mentions across 2 podcasts (30 days), latest 2026-07-29 23:25 UTC.
But privately owned. And so what's the game plan? I mean, what do you think? Is it— is it Do you think you're gonna— your kids are gonna take over it? Do you think you're gonna go public with this? You think that one day you're gonna sell this to, I don't know, a bigger, like a General Mills or a Unilever or whoever, Mondelez or something like that?
Guy Raz — How I Built This with Guy Raz · MadeGood: Salma and Nima Fotovat Lost Their First Business.They Grew Their Next One Into a Snack Giant. · 2026-08-10The big momentum stocks like the disk drives and DRAM makers, some of the largest one-year gainers in the history of the stock markets, all reported tremendous earnings, but their stocks have gotten crushed, some of them down more than 50% from their highs on the same numbers that would have sent them into the stratosphere earlier this year. That was a sentiment change. Hey, same thing's happening to Intel. We wanted to hear about CPU growth and we got it. CPUs were growing like crazy, but now it doesn't even matter. We heard about open source models that attack the profitability of incumbents like Anthropic and Alphabet. I am aghast at the decline, by the way, the stock of Intel. I'm not comforted in the decline in Nvidia stock either. I'm glad right now that Anthropic is a private company and really happy that you don't know what price OpenAI is selling for. Oracle, a major data center builder, unfortunately is not private. Its stock's been crushed along with CoreWeave. Most of tech is now hated. Only Adobe, Salesforce, and ServiceNow, and hopefully Microsoft, have been able to rally. Adding insult to injury, the money moved over to companies with no real momentum. Companies like J.M. Smucker, the maker of Twinkies, up 29% this year despite GOP-1. Mondelez, the maker of Oreos and chips— oh, maybe GOP-1 makes you like those. That's up 20%. Now it's important to know that sentiment can turn on a dime. Maybe an Anthropic comes out and says it's so profitable that it'll come public right away. Maybe OpenAI says, hey, what are you thinking here, Cramer? Business is booming. Maybe they're about to become profitable and they don't need the loan guarantees from NVIDIA. We see a change in sentiment like you wouldn't believe. Maybe people will rejoice at Microsoft and say, see, software beyond the down-and-outers can rally, especially if they have a cloud business. But without it, we're going into August, traditionally a weak month. Tech with about as negative a bias as I've seen in decades. It's incredible how quickly it changed and it could change right back to— I don't see that happening, though. Then again, it was hard to spot when the bear woke up too. I like to say, as always, the bull market summary I published on Friday just for you right here on Mad Money.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/29/26 · 2026-07-29Plus, higher pricing and steady demand fueling a beat and raise for Oreo maker Mondelez. Chair and CEO Dirk Van de Putt joins us exclusively to break down the quarter and his outlook.
Sarah Eisen — Squawk on the Street · 11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26 · 2026-07-29Coming up, CEO of Oreo maker Mondelez joins us after the company just beat earnings and revenue estimates. We'll discuss what's driving the growth and what they're seeing when it comes to consumer down the road.
Sarah Eisen — Squawk on the Street · 11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26 · 2026-07-29It's kind of floating around and higher yields. —right? And higher oil prices, which is inflationary. Again, Brent crude prices up another 8% on some Iran risk. What's working is defensive, like staples. Mondelez had a good quarter. Coke. Yeah, Coke. Healthcare as well.
Sarah Eisen — Squawk on the Street · 11AM Hour: The Case for a Rate Hike, CEOs of Mondelēz and Teva on Earnings 7/29/26 · 2026-07-29All right. Up next, SK Hynix shares all over the map after revenue more than tripled. We'll get to that. More on that move after the break. Plus, next hour, do not miss the CEO of Mondelez, parent company of brands like Oreos, Ritz Crackers, Clif Bars. Top and bottom line beat, his outlook for the consumer and inflation and the portfolio. That's next hour on Stock on the Street.
Sarah Eisen — Squawk on the Street · 10AM Hour: SOFI CEO, Zuckerberg’s AI Vendetta, SK Hynix Results Fail to Impress 7/29/26 · 2026-07-29News when you want it with Bloomberg News Now. I'm Amy Morris. Stocks rose on strong earnings and a drop in oil prices. A semiconductor rout left the Nasdaq 100 on the brink of a technical correction, with chipmakers heading toward their worst month since 2002. The slide in semiconductor powerhouses underscores how quickly sentiment has turned on one of the market's most crowded trades. We bring you the closing numbers each day here at Bloomberg. The S&P 500 gained 16 points. Nasdaq lost 55. The Dow The Dow Jones gained 537 points. That's more than 1% higher. The 10-year Treasury yield at 4.6% and the 2-year yield at 4.27%. Oil is lower. That outweighed those AI price jitters. WTI at $79 a barrel and Brent crude nearing $84 a barrel. Ford shares up more than 6% in after-hours trading after the company posted earnings ahead of Wall Street estimates and raised its outlook for the year on higher prices and strong sales of high-margin sport utility vehicles. Visa reported a fiscal third quarter profit that beat Wall Street estimates hours after the world's biggest payments network told staff it's eliminating about 2,600 jobs. Visa shares now down 2% in the postmarket. Mondelez shares are up 1% in the postmarket after the snack food company forecast organic net revenue of at least 2%. That beat estimates. The Philadelphia Semiconductor Index fell nearly 4.5%, led by Micron, which dropped nearly 9% in regular trading. A sell-off in semiconductor stocks deepened as signs of progress in China's advanced chipmaking compounded concerns about the sustainability of the AI spending boom. Mandeep Singh is global head of tech research for Bloomberg Intelligence.
Amy Morris — Bloomberg News Now · Strong Earnings Outweigh AI Jitters, Trump Meets with Netanyahu, More · 2026-07-28Yeah. I mean here's the good news on food. There's food names like the cocoa exposed companies which are obviously the chocolate companies, which is Mondelez and Hershey. Those are our longs, those are our outperforms.
David Palmer — The Real Eisman Playbook · The Real State of the American Consumer w/ Three Evercore Analysts | The Real Eisman Playbook Ep 65 · 2026-06-22